Royce
Itschner
Clear Rock Advisors, LLC
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About this Advisor
Royce Itschner is a financial advisor based in Kerrville, Texas, working with Clear Rock Advisors, LLC. Royce has previously held positions at Massey, Itschner & Co., P.C and Clear Rock Advisors, LLC. Royce has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Royce is part of Clear Rock Advisors, LLC, which operates out of Kerrville, Texas. The firm has 2 offices and 7 employees. The firm manages assets totaling $429.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Clear Rock Advisors, LLC includes asset-based, hourly, and fixed fees.
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Clear Rock Advisors, LLC Brokerage Details
$429,910,416
7
570
$754,229
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Royce Itschner Work History
Clear Rock Advisors, LLC
Massey, Itschner & Co., P.C
Disclosures
Please visit the SEC profile of Royce Itschner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clear Rock Advisors, LLC
Kerrville, TX
Dallas, TX
Kerrville, TX
Kerrville, TX
Kerrville, TX
Kerrville, TX
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